[Field Service] Ability to create WO from Quote and Order
In Field Service, B2B Scenarios, it is very much possible that a Technician finds a part needs to be replace and B2B , usually, follows a requisition process for procuring the same which take a standard sales life cycle.
In such scenarios, an opportunity is created and nurtured through Q...
Geofencing on Territories and Territories Grouping
Geofencing on Territories is highly desirable for the businesses who wants to provide work under different SLA’s for a specified territory. Updating work order statuses when within a certain radius of the Territory or Territories (currently tide up with customer location e.g. Service Acc...
Request to add "Set Recurrence" feature in "Time Off Request" form
Current Design ============= - Current out of the box design doesn’t have a recurrence feature in the "Time Off Request" form side - Business (end users) perspective, there would be already arranged daily or weekly meetings - In that case, end users should create this "Time Off Request" ...
Asset maintenance calendar/report
In particular in Discrete Manufacturing, lots of preventative maintenance work orders are created. Many customers have been asked for a way to visualize assets and the associate (PM) work orders, either as a calendar or as a Gantt chart. This is also helpful when you have a number of asset at ...
Book multiple resources for the same requirement (via multi-select on the Schedule Board)
It is possible today in Field Service to create Requirement records with child Requirement Details. This allows planners who operate within a set of working-hour constraints (defined on the Work Calendar) to book multiple Resources across multiple Days for a single requirement, which is a mass...
Display SLA and Customer Service Schedule on form
Important information are maintained within the SLA and the Customer Service Schedule. But it is not possible to display these information on the form of the interface. It should be possible to create Quick Views for that. If you would like to print some necessary information for a customer it...
Alternate Mapping of Bing Maps 'Neighborhood' Field to the D365 'Address: City' Field
In Australia and perhaps other countries around the world, address standard include the 'Neighborhood' field from Bing Maps, not the 'City' field. For example, Adelaide in South Australia has a population of 1+ million and covers hundreds of square miles. Addresses are NOT written as: 1 George...
Carry SLA over from Case to Work Order
In many instances, a customer calls into a call center for an issue. If it meets an SLA condition, the clock starts. Many customers have SLAs for First Response (Case), arrival and resolution. In many instances, Arrival KPI / SLA begins on first call, not when the Work Order is converted from ...
It should be possible to update the field "Service Product Type" on the product entity
If the field "Service Product Type" has been set on the product it cannot be updated any more. To change that value it is necessary to delete and recreate the product. As the existing product might already be related to different records, this is not an optimal behaviour.
Therefore...
Schedule Board - Starting a Booking Late
Currently if a resource starts a booking early the Schedule Board reflects the Start and End Time that actually occurred however if a resource starts a booking late the behaviour is different in that the Start Date of the booking is not updated. What I would like to see is the option to have t...